# Bishop & Company Investment Management, LLC

> Bishop & Company Investment Management, LLC is an SEC-registered investment advisory firm in Erie, PA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 146448
- Filed as: BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Erie, PA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146448
- AdvisorCensus page: https://advisorcensus.com/firm/bishop-and-company-investment-management-llc-erie-pa-146448

## Quick answers

**How is Bishop & Company Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bishop & Company Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bishop & Company Investment Management, LLC located?**
Bishop & Company Investment Management, LLC's principal office is in Erie, PA, according to its Form ADV.

**Is Bishop & Company Investment Management, LLC registered with the SEC or a state?**
Bishop & Company Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146448.

**How much does Bishop & Company Investment Management, LLC manage?**
Bishop & Company Investment Management, LLC reports $440,817,024 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Bishop & Company Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bishop & Company Investment Management, LLC: Regulatory assets under management: $278,789,770 in the October 2021 data and $440,817,024 in the October 2026 data, up 58%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bishop & Company Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (105); individuals (other than high net worth individuals) (99); charitable organizations (5).

**Which custodians does Bishop & Company Investment Management, LLC use?**
Bishop & Company Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bishop & Company Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146448

**What changed in Bishop & Company Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $387,048,545 to $440,817,024 (+14%). Registered or notice-filed in OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $440,817,024
- Discretionary: $440,817,024
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $31,801,289 |
| High net worth individuals | 105 | $378,246,534 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,266,205 |
| Charitable organizations | 5 | $20,137,237 |
| Corporations or other businesses not listed above | Fewer than 5 | $365,759 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NH, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bishopinvestmentmanagement.com](https://bishopinvestmentmanagement.com)
- [bishopinvestmentmanagement.com/fiduciarys-edge](https://bishopinvestmentmanagement.com/fiduciarys-edge)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $278,789,770 | 2 | March 4, 2021 |
| October 2022 | $330,586,159 | 2 | March 24, 2022 |
| October 2023 | $272,078,739 | 2 | March 23, 2023 |
| October 2024 | $318,480,852 | 2 | March 20, 2024 |
| October 2025 | $387,048,545 | 3 | March 25, 2025 |
| October 2026 | $440,817,024 | 3 | March 18, 2026 |

Regulatory assets under management: $278,789,770 in the October 2021 data and $440,817,024 in the October 2026 data, up 58%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $387,048,545 to $440,817,024 (+14%).
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bishop & Company Investment Management, LLC (CRD 146448): Form ADV filing data as of October 2026.